Guidance

How to register for an IDAMS account

This guidance provides details on how to register, manage your account and allocate user roles for Identity and Access Management System (IDAMS).

• From: Education and Skills Funding Agency
• Published: 27 November 2017
• Last updated: 14 January 2022 — See all updates

Applies to England

Documents

IDAMS account registration guidance

PDF, 260 KB, 7 pages

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Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email ESFA.GOVUK-ENQUIRIES@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Academy trust IDAMS guidance for financial returns

HTML

IDAMS user guidance

PDF, 270 KB, 9 pages

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IDAMS super user guidance: how to assign, approve and reject roles and permissions

PDF, 665 KB, 17 pages

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Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email ESFA.GOVUK-ENQUIRIES@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Provides guidance to colleges, training organisations and academy trusts on:

• registering for an IDAMS account
• managing your IDAMS account
• the different role permissions and how to get them
• the role of a super user for an organisation

We have published a specific guidance document to help academy trusts register, access and complete the online financial returns.

Published 27 November 2017
Last updated 14 January 2022 + show all updates

1. 14 January 2022

   We have updated the IDAMS account registration guidance, user guidance and super user guidance.

2. 29 July 2021

   We have updated the user and super user guidance.

3. 10 November 2020

   Addition of the Data Transfer Approver role for automating the academies accounts return.

4. 29 March 2019

   We have updated the guidance to include academy trusts financial returns specific guides. This academy trust update includes guidance for the budget forecast return, land and buildings collection tool and the accounts return online forms. We have also updated the IDAMS account registration guidance, the IDAMS new user guide: how to request role permissions guidance and the IDAMS super user guidance: how to assign, approve and reject roles and permissions guidance.

5. 9 November 2018

   Updated the IDAMS super user and user guidance.

6. 28 September 2018

   Updated IDAMS new user and super user guide

7. 1 May 2018

   Updated the super user and new user guidance.

8. 24 April 2018

   Updated account registration guidance

9. 6 February 2018

   Updated user guides.

10. 27 November 2017

    First published.